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Morgan Stanley shares owned by Master's Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Master's Wealth Management from 13F filings

Historical chart of Master's Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Master's Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Master's Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $286k 1.7k 164.54
2025-06-30 $283k 2.0k 140.84

More positions owned by Master's Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Global Core Plus (DFGP)
PNC Financial Services (PNC)
Spdr Series Trust Bloomberg Short (BWZ)

View all positions for Master's Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Geode Capital Management
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Goldman Sachs Group
Wellington Management Company
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley